FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Our prices vary based on the complexity on the return. However, our starting hourly fee for each service are listed below: $210 - Individual tax return $350- Individual foreign tax return $600 - starting minimum for business returns; schedule C, partnerships, s-corporations, c-corporations, non-profit organizations
- What is your typical process for working with a new customer?
Workflow process: 1. Schedule an introduction/discovery phone call 2. If in-person work is needed, we will schedule an in-person appointment. Client must bring all required documents needed to complete work 3. If work is to be completed remotely, meaning the client doesn't need to come in person, everything will be done via virtual meetings, remote signatures, etc - we will be sending a tax portal invite. ---Client will complete the tax portal setup ---Client must sign the engagement agreement before we can begin working on the project ---Client must upload all supporting documents including copies of previous tax returns ---Once everything is in - we start preparing the tax return. We will send a copy of the return for client to review. ---Remote signature is sent once client signs off on the return ---We send the final invoice. Client pays in full prior to e-filing the return ---E-file return ---Project completes.
- What education and/or training do you have that relates to your work?
I have a Bachelor's in Accounting, an MBA, and IRS licenses as an Enrolled Agent, Certified Acceptance Agent, Electronic Return Originator, IRIS, etc. Our staff is also certified in accounting.